QFA
TOTL icon

Quattro Financial Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Quattro Financial Advisors’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-963
Closed -$47.1K – 74
2017
Q1 		$47.1K Buy
+963
New +$46.9K 0.02% 66

Other funds holding TOTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Quattro Financial Advisors's TOTL Position: Q2 2017 in Review

Quattro Financial Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2017, closing a stake of 963 shares — an estimated $47.1K sold.

Quattro Financial Advisors first reported a position in TOTL in Q1 2017 and held it in 1 quarter. The position peaked at $47.1K in Q1 2017. 204 funds tracked by Wall St. Rank hold TOTL as of Q2 2017.

  • Quattro Financial Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2017 after selling out during the quarter.
  • Quattro Financial Advisors sold 963 State Street DoubleLine Total Return Tactical ETF shares in Q2 2017, an estimated $47.1K.
  • Quattro Financial Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2017 and held it in 1 quarter.
  • Quattro Financial Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $47.1K in Q1 2017.
  • 204 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2017.

Based on Quattro Financial Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.